Company Deep Dive
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NVS
BuyFallen FavouriteNovartis AG · Healthcare · Switzerland · $292.3B · Avg Vol: $279M/d
75
StockRankGet insider-trade alerts
Q
75
V
48
M
48
P/E (TTM)
24.2x
ROE
30.3%
D/E
1.2x
Dividend %
2.9%
COMPANY DESCRIPTION
Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 43.5B | 46.7B | 51.7B | 56.7B | 9.3% | 56.7B | 57.7B | 61.4B | 4.1% |
| EPS | 3.19 | 7.15 | 5.92 | 7.21 | 31.2% | 6.62 | 7.07 | 7.88 | 4.5% |
| Shares | 2.1B | 2.0B | 2.0B | 1.9B | -10.0% | 1.9B | — | — | — |
| Debt | 27.9B | 26.3B | 31.3B | 35.4B | 8.2% | 49.0B | — | — | — |
| Equity | 59.3B | 46.7B | 44.0B | 46.1B | -8.1% | — | — | — | — |
| Op CF | 14.2B | 14.5B | 17.6B | 19.1B | 10.4% | 18.4B | — | — | — |
| Inv CF | 1.5B | 5.6B | -7.5B | -4.9B | — | — | — | — | — |
| Fin CF | -20.6B | -14.3B | -11.7B | -14.9B | — | — | — | — | — |
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PRICE (1Y)-13.2%
SMA 50SMA 200
Close
$137.48
RSI (14)
31.2
52W High
$165.43
From 52W High
0.8%
SCORE BREAKDOWN
Quality
75
ROIC
20.2%90.4
ROE
30.3%94.6
GP/Assets
38.3%75.9
Op. Margin
34.6%94.5
FCF/Assets
13.5%91.9
Piotroski
894.2
Int. Cover
12.2x65.0
D/E Ratio
1.17x11.6
Current Ratio
0.86x7.4
Value
48
P/E (TTM)
24.2x50.6
EV/EBITDA
15.0x48.4
P/FCF
19.5x61.8
P/B
7.3x17.7
P/S
5.4x40.0
Div Yield
2.9%67.9
Momentum
48
52W High %
83%74.2
RS 6M
-24%33.7
SMA 50/200
1.04x66.6
EPS Rev 4W
-0.6%26.2
EPS Rev 12W
—N/A
EPS Improve
+48%53.6
Q Growth
-19%23.7
FUNDAMENTALS
Market Cap
$292.3B
P/E (Forward)
16.3x
Gross Margin
75.0%
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of NVS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NVS | Novartis AG(you) | $292.3B | 75 | Buy |
| AZN.ST | AstraZeneca PLC | $252.0B | 71 | Buy |
| GILD | Gilead Sciences, Inc. | $180.6B | 74 | Buy |
| RO.SW | Roche Holding AG | $360.3B | 85 | Strong Buy |
| AMGN | Amgen Inc. | $233.8B | 86 | Strong Buy |
| MRK | Merck & Co., Inc. | $366.0B | 65 | Hold |
| ABBV | AbbVie Inc. | $451.5B | 86 | Strong Buy |
| NVO | Novo Nordisk A/S | $201.6B | 89 | Strong Buy |
| PFE | Pfizer Inc. | $159.4B | 88 | Strong Buy |
| JNJ | Johnson & Johnson | $645.9B | 66 | Buy |
Peer medians: ROE 2.7% · P/E 24.4x · Gross margin 52.5%